Closed Loop Intelligence
Closed Loop Intelligence
Closed Loop Intelligence
Professional Services Firms Can't Draft Their Way to Margin.
Professional Services Firms Can't Draft Their Way to Margin.
Professional Services Firms Can't Draft Their Way to Margin.
AI can draft the deliverable. It can't protect your utilization, realization, or project margin. Cloud Coach closes the loop on delivery data, natively inside Salesforce, so the numbers that drive your margin stay governed, not guessed at.
AI can draft the deliverable. It can't protect your utilization, realization, or project margin. Cloud Coach closes the loop on delivery data, natively inside Salesforce, so the numbers that drive your margin stay governed, not guessed at.
AI Changed the Draft.
Now Change the Margin.
AI Changed the Draft.
Now Change the Margin.
AI made it easy to draft anything. It didn't make it easy to protect your margin. Professional services firms are replacing spreadsheets and legacy PSA with something that governs the numbers that actually matter.
AI made it easy to draft anything. It didn't make it easy to protect your margin. Professional services firms are replacing spreadsheets and legacy PSA with something that governs the numbers that actually matter.
Three solutions. One Salesforce-native platform. Delivery Intelligence threaded through all of it.
Everything Services Delivery Demands.
From capacity forecasting to revenue capture, delivery, and margin visibility. Four ways Cloud Coach keeps services engagements staffed, billed, and on track.
01
Forecast capacity weeks ahead, not days behind
Resourcing & Capacity Management. See demand against capacity across the whole team, before the bench sits idle or the bottleneck hits.
Resourcing & Capacity Management.
See demand against capacity across the whole team, before the bench sits idle or the bottleneck hits.
Resourcing & Capacity Management.
See demand against capacity across the whole team, before the bench sits idle or the bottleneck hits.
02
Keep stakeholder relationships healthy
Resourcing & Capacity Management.
Full visibility into who’s assigned, who’s available, and where the next bottleneck is forming.
Resourcing & Capacity Management.
Full visibility into who’s assigned, who’s available, and where the next bottleneck is forming.
03
Run delivery the way your team actually works
Run delivery the way your team actually works
Project Planning & Delivery. Gantt charts, milestones, and task management built for services teams, not ERP systems.
Project Planning & Delivery.
Gantt charts, milestones, and task management built for services teams, not ERP systems.
Project Planning & Delivery.
Gantt charts, milestones, and task management built for services teams, not ERP systems.
04
Bill accurately, without the reconciliation risk
Bill accurately without the reconciliation risk
Time, Expense & Billing.
Billable hours captured directly from delivery, so nothing gets lost between implementation and invoice.
Time, Expense & Billing.
Billable hours captured directly from delivery, so nothing gets lost between implementation and invoice.
Supercharge Your Workflow
Fewer Blown Budgets. Healthier Margins.
When professional service implementations run on a Salesforce-native PSA with delivery intelligence built in, go-live dates hold, billable hours stop leaking between implementation and invoice, and every project stays audit-ready by default.
40% Faster Onboarding
Teams start delivering on day one instead of week three, so momentum (and revenue recognition) begins the second the contract is signed.
30% Fewer
Project Overruns
Closing that gap turns work you've already done into work you invoice.
15% More
Billable Hours
Make every billable hour count with easier time tracking and invoicing.
20% Boost
in Utilization
A real-time picture of who's allocated, who's available, and what's coming next lets you staff the right people to the right work before bottlenecks form.
Supercharge Your Workflow
Fewer Blown Budgets. Healthier Margins.
When professional service implementations run on a Salesforce-native PSA with delivery intelligence built in, go-live dates hold, billable hours stop leaking between implementation and invoice, and every project stays audit-ready by default.
40% Faster Onboarding
Teams start delivering on day one instead of week three, so momentum (and revenue recognition) begins the second the contract is signed.
30% Fewer
Project Overruns
Closing that gap turns work you've already done into work you invoice.
15% More
Billable Hours
Make every billable hour count with easier time tracking and invoicing.
20% Boost
in Utilization
A real-time picture of who's allocated, who's available, and what's coming next lets you staff the right people to the right work before bottlenecks form.
Supercharge Your Workflow
Fewer Blown Budgets. Healthier Margins.
When professional service implementations run on a Salesforce-native PSA with delivery intelligence built in, go-live dates hold, billable hours stop leaking between implementation and invoice, and every project stays audit-ready by default.
40% Faster Onboarding
Teams start delivering on day one instead of week three, so momentum (and revenue recognition) begins the second the contract is signed.
30% Fewer
Project Overruns
Closing that gap turns work you've already done into work you invoice.
15% More
Billable Hours
Make every billable hour count with easier time tracking and invoicing.
20% Boost
in Utilization
A real-time picture of who's allocated, who's available, and what's coming next lets you staff the right people to the right work before bottlenecks form.
Delivery Intelligence for Health-Tech
Delivery Intelligence for Professional Services
Delivery Intelligence for Health-Tech
Your Project Data Knows What’s Falling Behind. Now it Can Tell You.
Professional services teams spend more time reporting on delivery than driving it. Cloud Coach Delivery Intelligence changes that, with AI built natively on Salesforce Agentforce.
Professional services teams spend more time reporting on delivery than driving it.
Cloud Coach Delivery Intelligence changes that, with AI built natively on Salesforce Agentforce.
Professional services teams spend more time reporting on delivery than driving it. Cloud Coach Delivery Intelligence changes that, with AI built natively on Salesforce Agentforce.
Stop Guessing on Delivery Risk. Ask Project Copilot.
Ask about status, utilization, or risk. Get answers from live data, right now.
See Client Risk Coming with
Customer Signal Intelligence.
Every Customer Signal.
Zero Blind Spots.
Know which client relationships need attention before the client tells you.
Catch Churn with Customer Signal Intelligence
Every Meeting. Half the Overhead.
AI Meeting Manager.
Every Meeting.
Half the Overhead.
AI Meeting Manager.
Eliminate the overhead around every project status meeting.
Proven in Professional Services
Delivery Teams Under Pressure.
Results Under Control.
“We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone, allowing us to redeploy those hours to work with our clients.”
Chris McLeod
Vice President, Enterprise PMO
Net Health
“With Cloud Coach, we were immediately able to reduce the need for 2 FTEs for project data administration and resource management.”
Steve Lee
Head of PMO
Red Bee Media
“Reporting processes that would take 10 hours have been reduced to under an hour.”
Chris Hannegan
IT Project Manager - Laboratory Integration Services
Exact Sciences
“Cloud Coach has halved the amount of time project setup is taking.”
Janelle Roza
Applications Support Analyst
CivicPlus
“It’s given us the accuracy and consistency we want when calculating the commissions. We have visibility on every project and status and the tasks involved. We are able to deliver on time and on budget and track that with early warning. We are also able to balance our resource loads and, finally, we are able to customize and add things on.”
Nick Yarymovych
CEO
Cloudpointe
“Cloud Coach has made us more efficient and more scalable as a company.”
Dan Williams
Co Founder & MD
Comnexa
1 / 9
“Best PSA for Salesforce + robust time-tracking + amazing implementation partner. I was a Project Manager for several years prior working with Salesforce vendors and projects and this one by far was the best vendor, pm, devs to implement and sales rep I have ever worked with. Not to mention the app is amazing, very versatile, clean, time-tracking features out weighed all the major players in my analysis and more.”
Matt Romero
Senior Project Manager & Process Analyst
Proven in Professional Services
Delivery Teams Under Pressure.
Results Under Control.
“We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone, allowing us to redeploy those hours to work with our clients.”
Chris McLeod
Vice President, Enterprise PMO
Net Health
“With Cloud Coach, we were immediately able to reduce the need for 2 FTEs for project data administration and resource management.”
Steve Lee
Head of PMO
Red Bee Media
“Reporting processes that would take 10 hours have been reduced to under an hour.”
Chris Hannegan
IT Project Manager - Laboratory Integration Services
Exact Sciences
“Cloud Coach has halved the amount of time project setup is taking.”
Janelle Roza
Applications Support Analyst
CivicPlus
“It’s given us the accuracy and consistency we want when calculating the commissions. We have visibility on every project and status and the tasks involved. We are able to deliver on time and on budget and track that with early warning. We are also able to balance our resource loads and, finally, we are able to customize and add things on.”
Nick Yarymovych
CEO
Cloudpointe
“Cloud Coach has made us more efficient and more scalable as a company.”
Dan Williams
Co Founder & MD
Comnexa
1 / 9
“Best PSA for Salesforce + robust time-tracking + amazing implementation partner. I was a Project Manager for several years prior working with Salesforce vendors and projects and this one by far was the best vendor, pm, devs to implement and sales rep I have ever worked with. Not to mention the app is amazing, very versatile, clean, time-tracking features out weighed all the major players in my analysis and more.”
Matt Romero
Senior Project Manager & Process Analyst
Proven in Professional Services
Delivery Teams Under Pressure.
Results Under Control.
“We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone, allowing us to redeploy those hours to work with our clients.”
Chris McLeod
Vice President, Enterprise PMO
Net Health
“With Cloud Coach, we were immediately able to reduce the need for 2 FTEs for project data administration and resource management.”
Steve Lee
Head of PMO
Red Bee Media
1 / 27
“Best PSA for Salesforce + robust time-tracking + amazing implementation partner. I was a Project Manager for several years prior working with Salesforce vendors and projects and this one by far was the best vendor, pm, devs to implement and sales rep I have ever worked with. Not to mention the app is amazing, very versatile, clean, time-tracking features out weighed all the major players in my analysis and more.”
Matt Romero
Senior Project Manager & Process Analyst